Institutional Fund
Sequent Planning LLC
Omaha, NECIK 20097245 filings on record
Portfolio Value
$413.58M
Q1 2026
Holdings
242
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+5.3%
from $392.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.0%
- Franklin Templeton ETF Tr5.1%
- Franklin Templeton ETF Tr4.9%
- First Tr Exchng Traded Fd Vi4.1%
- First Tr Exchng Traded Fd Vi3.7%
- Franklin Templeton ETF Tr3.4%
- Other71.8%
Portfolio Holdings
242 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 291.9K | $28.98M | 7.0% | +29.9K | Added |
| 2 | Franklin Templeton ETF Tr | 373.9K | $21.26M | 5.1% | +50.6K | Added |
| 3 | Franklin Templeton ETF Tr | 935.3K | $20.10M | 4.9% | +84.7K | Added |
| 4 | First Tr Exchng Traded Fd Vi | 454.6K | $16.94M | 4.1% | −12.4K | Reduced |
| 5 | First Tr Exchng Traded Fd Vi | 485.6K | $15.28M | 3.7% | −22.9K | Reduced |
| 6 | Franklin Templeton ETF Tr | 205.4K | $13.89M | 3.4% | +21.4K | Added |
| 7 | Select Sector Spdr Tr | 75.0K | $9.97M | 2.4% | +6.6K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 226.7K | $8.76M | 2.1% | −5.5K | Reduced |
| 9 | Spdr Gold Tr | 19.1K | $8.20M | 2.0% | −2.0K | Reduced |
| 10 | First Tr Exchng Traded Fd Vi | 350.5K | $7.71M | 1.9% | −1.5K | Reduced |
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